Tell me your goals

Harjit Toor

Financial Adviser with True Potential

Meltham, West Yorkshire
Headshot of Harjit Toor

I’m married with 3 children and for more than 15 years, I’ve been helping individuals and families reach their financial goal.

Everyone is in a different situation and so providing advice that fits around your personal circumstances and your future plans is very important.

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. Managing your wealth can be complex and time-consuming...

I can simplify your life by addressing aspects of your financial wellbeing such as investments and insurance, while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

Qualifications
  • IFS Level 6 Pension Transfers Diploma - The London Institute of Banking & Finance - 14/06/2018
  • Equity Release - The London Institute of Banking & Finance - 29/01/2015
  • IFS Level 4 Diploma for Financial Advisers - The London Institute of Banking & Finance - 07/06/2012
  • Mortgage Advice - The London Institute of Banking & Finance - 03/08/2007
  • IFS Level 3 Diploma for Financial Advisers - The London Institute of Banking & Finance - 25/04/2007

My Services

Investment & Savings

Investment & Savings

I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.

Retirement & Pensions

Retirement & Pensions

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.

Protection

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

Why True Potential?

We are award winning

Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

We are award winning

19 awards
19 industry awards won in 2024

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We provide innovative investments

Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.

We provide innovative investments

£33 billion
Invested with over 550,000 clients

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We build revolutionary technology

Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Get Started

Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 07969991636

How can I help you?

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Client testimonials

Darren and Claire

I am in independent IT Contractor. My primary reason for contact was to put in place a private pension. Harjit provided me and my wife with advice regarding the approach to our existing pensions in terms of consolidation into a single fund or leaving them in their existing funds...

This resulted in guidance towards a SIPP that we were both very happy with, and transfers were handled where deemed the correct approach. In addition, an insurance policy was put in place as per Harjit's guidance. The pension has been in place 3 months and is performing as expected. The outcome of having an SIPP in place is achieved. Really happy with the service. Multiple visits to ensure that the product was fit for purpose. Decided it was a good time to review a frozen pension and current pension scheme to look at best options for retirement in the future.

Stuart and Jean

Harjit took time to find out and understand exactly what our needs were, what our current situation was and what our future plans were...

He explained everything in great detail to help us make the right decisions for our circumstances Harjit also explained how using our savings to increase the pension pot would benefit us. We have now a product that meets our needs and understand what we need to do going forward. Our yearly review will be very helpful, and we feel confident with the product we have taken. Harjit couldn't really have done anything any better, we are totally satisfied with everything he has done so far. We were quite naive about pensions but not after Harjit had completed his review and recommendations.

Bryony

I had some money to invest and wanted some advice. Harjit was great, it was really helpful that he could come to me. The initial fact finding meeting went well to discuss objectives, and then the second get together to go over the proposals was really useful...

Primarily I was getting advice on investments and pensions, which I have since taken up. As a first time investor and a very cautious one, Harjit was very clear and patient and took me through the whole process, I had a lot of questions and he always answered them in an understandable fashion, no jargon. Everything was very clear and there were no surprises. It's quite a recent investment, so we will see for the future, but so far so good. I'm very happy with the service provided.